Stock Market Can Climb the ‘Wall of Worry’ as Long as These Anchors Remain in Place
1. U.S. stocks rally despite inflation and consumer spending concerns. 2. Megacap tech stocks, including NVDA, significantly influence the market. 3. Nvidia's upcoming second-quarter earnings could impact broader AI demand. 4. Investors remain focused on Fed rate decisions and inflation signals. 5. High market valuations raise concerns among global fund managers.